Holders over time
- HPE
- AVGO
| Quarter | HPE | AVGO |
|---|---|---|
| Q3 2020 | 12 holders, $1.8bn | 22 holders, $31.2bn |
| Q4 2020 | 10 holders, $2.3bn | 24 holders, $38.1bn |
| Q1 2021 | 7 holders, $2.9bn | 19 holders, $38.2bn |
| Q2 2021 | 15 holders, $2.3bn | 19 holders, $38.2bn |
| Q3 2021 | 10 holders, $2.1bn | 19 holders, $37.7bn |
| Q4 2021 | 14 holders, $2.2bn | 25 holders, $50.3bn |
| Q1 2022 | 13 holders, $2.1bn | 27 holders, $44.5bn |
| Q2 2022 | 12 holders, $1.7bn | 31 holders, $32.3bn |
| Q3 2022 | 11 holders, $1.2bn | 33 holders, $31.6bn |
| Q4 2022 | 14 holders, $2.0bn | 29 holders, $50.6bn |
| Q1 2023 | 13 holders, $2.1bn | 30 holders, $41.6bn |
| Q2 2023 | 17 holders, $2.5bn | 27 holders, $55.4bn |
| Q3 2023 | 17 holders, $2.4bn | 32 holders, $54.1bn |
| Q4 2023 | 19 holders, $2.5bn | 29 holders, $73.2bn |
| Q1 2024 | 20 holders, $2.7bn | 39 holders, $86.3bn |
| Q2 2024 | 17 holders, $1.9bn | 47 holders, $98.1bn |
| Q3 2024 | 15 holders, $1.4bn | 42 holders, $103bn |
| Q4 2024 | 17 holders, $1.2bn | 48 holders, $138bn |
| Q1 2025 | 9 holders, $593m | 48 holders, $102bn |
| Q2 2025 | 19 holders, $1.4bn | 42 holders, $172bn |
| Q3 2025 | 24 holders, $2.7bn | 53 holders, $209bn |
| Q4 2025 | 22 holders, $3.3bn | 55 holders, $231bn |
| Q1 2026 | 17 holders, $3.3bn | 57 holders, $218bn |
| Q2 2026 | 27 holders, $7.2bn | 52 holders, $262bn |
Hewlett Packard Enterprise C
- Holders
- 17
- Reported value
- $1.2bn
- Buyers
- 8
- Sellers
- 8
Breadth 0 among 94 comparable managers.
Broadcom Inc
- Holders
- 48
- Reported value
- $138bn
- Buyers
- 26
- Sellers
- 23
Breadth +3 among 94 comparable managers.
Who holds both, Q4 2024
Both (13)
AQR Capital Management LLC, Brevan Howard Capital Management LP, Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Verition Fund Management LLC, Whale Rock Capital Management LLC, Woodline Partners LP
Only HPE (4)
Davidson Kempner Capital Management LP, Maverick Capital Ltd, PDT Partners LLC, Renaissance Technologies LLC
Only AVGO (35)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Discovery Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, and 10 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.